Gist Features

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Provides a repository of information that can be used by those seeking support. This feature was mentioned in 37 Gist reviews.

Based on 36 Gist reviews. Makes articles in the knowledge base searchable on the web.

Optimizes the customer self-service experience on mobile devices This feature was mentioned in 22 Gist reviews.

As reported in 24 Gist reviews. Gives the user targeted, personalized results based on their activity or preferences

As reported in 27 Gist reviews. Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

As reported in 23 Gist reviews. Automates some or all operation related tasks

Utilizes artificial intelligence to improve workflows or customer experiences 18 reviewers of Gist have provided feedback on this feature.

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools This feature was mentioned in 25 Gist reviews.

Based on 151 Gist reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Based on 145 Gist reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation.

Based on 133 Gist reviews and verified by the G2 Product R&D team. Sends automated emails to further engage clients and potential clients.

Based on 112 Gist reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help.

As reported in 26 Gist reviews. Allows agents to join a customer's browser session and navigate through the website with them.

Based on 143 Gist reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.

Based on 131 Gist reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference.

Based on 124 Gist reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers.

Based on 114 Gist reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations.

Based on 124 Gist reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner.

Based on 137 Gist reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers.

Based on 18 Gist reviews. Provides pre-designed themes and templates for pop-up messages

Based on 21 Gist reviews. Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface This feature was mentioned in 19 Gist reviews.

As reported in 19 Gist reviews. Pop-ups are optimized to display correctly on mobile devices

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history 21 reviewers of Gist have provided feedback on this feature.

Ability to trigger time-based or behavior-based pop-up campaigns 21 reviewers of Gist have provided feedback on this feature.

Measure and visualize campaign performance and conversion rates 20 reviewers of Gist have provided feedback on this feature.

Integrates with popular CRMs and email marketing software 19 reviewers of Gist have provided feedback on this feature.

Integrates with e-commerce platforms This feature was mentioned in 15 Gist reviews.

As reported in 15 Gist reviews. Integrates with social networks

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives